We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 RIA Leaders list, giving Moneta the top spot among the largest fee-only registered investment adviser (RIA) firms in the United States.
According to the report, Moneta leads the industry with $42.8 billion in assets under management (AUM) as of December 31,2024, outpacing all other fee-only RIAs.
“Our ranking reflects Moneta’s commitment to independence, client-first service, and sustainable growth,” Moneta CEO and Chairman, Eric Kittner, said. “The RIA model is the one that’s winning. Clients and advisors alike are moving away from wirehouses toward firms that prioritize fiduciary responsibility and holistic planning. At Moneta, we’re focused on building strong partnerships, investing in technology, and mentoring the next generation of advisors to ensure long-term success”.
Why Fee-Only Matters
The RIA Leaders ranking focuses solely on fee-only firms, which means these advisers are compensated only by the fees paid by their clients—not by commissions or product sales encountered at other RIAs. This model means we are transparent and always act in the client’s best interest.
When selecting a financial advisor, clients should consider:
- Fiduciary Duty: Fee-only RIAs are legally obligated to act in your best interest.
- Transparency: No hidden commissions or incentives—just clear, client-focused pricing.
- Alignment: Your success is our success. Our advice is driven by your goals, not by product sales.
Key Industry Trends from Financial Planning’s Report
- Consolidation at the Top: Firms needed at least $10 billion in AUM to make the top 20 list, signaling rapid growth and mergers among leading RIAs.
- Organic Growth Remains Key: Two-thirds of billion-dollar RIAs prioritize organic growth alongside acquisitions.
- Tech Adoption & Talent Shortage: AI and automation are helping firms overcome advisor shortages and improve efficiency.
- Holistic Advice in Demand: Clients expect comprehensive planning beyond investments—covering taxes, estate, and retirement strategies.
What This Means for Our Clients
- Confidence: Being ranked No. 1 among fee-only RIAs reinforces our ability to provide unbiased, client-first advice.
- Resources: Our scale allows us to invest in technology and talent for exceptional service.
- Future Growth: Moneta’s leadership ensures we’re positioned to thrive in a changing financial landscape.
Explore the full ranking and learn more about the RIA Leaders study here. A Financial Planning subscription is required to read the full report.
© 2025 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
Rankings, ratings, or lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Moneta by any of its clients.
Financial Planning’s RIA Leaders 2025 ranking dated November 18, 2025 based on quantitative and qualitative data such as number of clients, compensation arrangements, and regulatory record scraped together by data partner COMPLY from Form ADV filings with the Securities and Exchange Commission as of December 31, 2024. No payment was made by Moneta for inclusion or selection by Financial Planning.
Financial Planning’s ranking methodology (detailed on the same page as the rankings): https://www.financial-planning.com/news/ria-leaders-2025-list-of-the-150-largest-fee-only-rias
